BROOKSHIRE BROTHERS CHARITABLE FOUNDATION (EIN 261875447) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

SALLY ALVIS

Phone

9366348155

Tax Period

2023-01-01 to 2023-12-31

BROOKSHIRE BROTHERS CHARITABLE FOUNDATION, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $418K in total revenue in fiscal year 2023. The organization ran a surplus of $274K, a strong 65% operating margin.

Mission

TO SUPPORT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $323,260

Program Service Revenue $0

Investment Income $46,150

Other Revenue $48,474

TOTAL REVENUE $417,884

Expense Breakdown

Grants Paid $133,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $133,000

Other Expenses $11,227

TOTAL EXPENSES $144,227

Year-over-Year Comparison

	2023	2022	Change
Revenue	$417,884	$418,860	0.0%
Expenses	$144,227	$104,622	+0.4%
Net Income	$273,657	$314,238	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,565,475

Total Directors

$3,456,954

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN ALSTON	DIRECTOR	2.00	Director	$0	$16,800	$2,115,467
CLAY OLIVER	TREASURER	2.00	Officer Director	$0	$20,236	$904,862
SCOTT BERGER	FORMER DIRECTOR	2.00	Director	$0	$10,535	$129,787
TREY HENDERSON	DIRECTOR	2.00	Director	$0	$0	$74,250
SALLY ALVIS	CHAIRMAN	2.00	Officer Director	$0	$10,535	$130,057
BOB INSELLMAN	DIRECTOR	5.00	Director	$0	$0	$0
BLAINE MCBRIDE	DIRECTOR	2.00	Director	$0	$13,982	$102,531
JULE FENLEY	SECRETARY	2.00	Officer	$0	$16,800	$530,556

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$417,884	$144,227	$1,804,256	$273,657
2022	$418,860	$104,622	$1,373,861	$314,238
2021	$235,336	$104,894	$1,262,708	$130,442
2020	$98,751	$240,924	$1,056,204	$-142,173
2019	$338,044	$157,150	$1,018,746	$180,894
2018	$279,246	$110,082	$835,831	$169,164

BROOKSHIRE BROTHERS CHARITABLE FOUNDATION